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Managing Accounts

There are three basic types of accounts:

Users are registered using the Configuration Director > Security Manager.

Roles for account users can be assigned in the Configuration Director - Security Manager - Setup.

Under the Account Director you can also manage customers' subscriptions and configure the built-in trouble ticket system or switch to one of the external helpdesks integrated with Parallels Business Automation - Standard.

Users

Users are registered persons. Staff members are users registered within the Provider or Reseller Account. A user can be assigned to only one account.

User Roles

Roles keep the set of pre-defined access permissions. Roles are assigned to users within Accounts.

Permissions

Permissions are assigned per Role, not per individual user.

In This Chapter

Creating Accounts

Entering User Agreement

Adjusting Customer Account Properties

Changing Account Type from Personal to Business and Conversely

Assigning a Tax Zone

Granting a Discount

Adjusting Account Balance

Viewing Account Billing History

Managing the Set of Events a Customer Receives E-Mail Notifications

Managing Account Contacts by Versions

Changing a Customer Billing Day

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